top of page

It's official, you just booked a social media client! After signing the contract, it's important to collect, organize, and securely store the information you'll need from your client.


This is a must-have for social media managers who just can't seem to find the answer no matter how hard they try.


Our Social Media Management Onboarding Bundle allows you to save time, look professional, stay organized, and take WORK out of your workflow.-



Service/ Price Guide TemplateProposal Template

Invoice Template

Client Questionnaire Template

Client Welcome Pack Template



Letter Size Editable Canva Template New Client Welcome Guide For Social Media Management Clients - 8.5” x 11”


It's easy to edit & save designs as PDF's with Canva, giving your clients an interactive experience.


Instant download after purchase!



A Canva account is required; if you don't already have one, you will be prompted to create one. There is no need for you to purchase the pro version in order to use these templates.Templates provided here are for your business use only, not for sub-licensing, re-distribution, or resale.


When you purchase you are granted a non-exclusive, non-transferable, single-use, limited license.


This is a digital download & no physical product will be shipped.

Client On-Boarding Bundle

    bottom of page